How do I link Box files to specific HubSpot deals?
I am attempting to transfer uploaded files from Box to be included in HubSpot as attachment in specific deal.
Integration between HubSpot and Box exists: When new deal is created in HubSpot a new folder is created in Box titled Deal Name - Record ID (HubSpot fields). ---------------------------------------------------------------------------
I am having trouble figuring out how this flow will draw from the correct fields between HubSpot and Box as I am not seeing them available in Zap workflow. Perhaps I am missing steps to connect everything together?
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Hi @mozan
For the Zap trigger: Box - New File
You must specify a Folder.
That means you would need a separate Zap for each Box Folder you are trying to watch for new files in.
@Troy Tessalone, thank you for your response!
This is right, I am specifying one folder in which new folders will create themselves into. My confusion, and error, is in the following step. HubSpot - Upload Folder in Actions.
What requirements are needed in this step for Box to send new files to create attachments in HubSpot Deal?
I’ve tried to run several tests, but I do not see where the test lands in HubSpot..
Hi @mozan
I don’t think the Box Zap trigger (New File) will work for detecting files in subfolders, only for the specified Folder.
Folder field expects a valid Folder value from the dropdown list.
Help link about using dynamic variables in dropdown fields:
Use the File variable that you have in the Filename.
@Troy Tessalone,
I’ve changed the initial trigger to be Event to capture movement within the subfolders.. Not sure if that will completely work but I need new movement within subfolders to be found and then sent to HubSpot.
Have looked into articles you sent (thank you so much), but I am not understanding them and how I can reach my goal. The options in the dropdown are not clear as to their purpose.
@mozan
For us to have current context, post these screenshots:
how your Zap steps are outlined and configured in EDIT mode so we can see field types and field descriptions
example options to select from dropdown fields that you are trying to use
Really appreciate you help @Troy Tessalone !!!
Initial Trigger
HubSpot - Upload File
List of options given:
Name Document.pdf
Format data
File (Exists but not shown)
Creator Name Zap Zaplar
Modifier Name Zap Zaplar
Info Name Filename.pdf
Owner Name Zap Zaplar
Parent Folder Name Parent Name
Info Path Collection Entries Name All Files
Etag 0
ID 1234567890
Sha 1 r8t9452i594117a0h6901x7ogxib84hg76i0p6q9
Type file
Path
Info Path Id
Info Shared Link Unshared At
Info Shared Link Vanity Url
Info Shared Link Is Password Enabled false
Info Shared Link Permissions Can Download false
Info Shared Link Permissions Can Preview true
Info Path Collection Total Count 4
Info Shared Link Download Count 0
Info Shared Link Preview Count 0
Info Size 123456
File Version Id 1234567890
File Version Sha 1 r8t9452i594117a0h6901x7ogxib84hg76i0p6q9
File Version Type file_version
Info Content Created At 2018-06-08T08:00:00-07:00
Info Content Modified At 2018-06-08T08:00:00-07:00
Created Date 2018-06-08T08:00:00-07:00
Info Created By Id 1234567890
Info Created By Login user@example.com
Info Created By Type user
Description
Info Etag 1
Info File Version Id 1234567890
Info File Version Sha 1 r8t9452i594117a0h6901x7ogxib84hg76i0p6q9
Info File Version Type file_version
Info Id 1234567890
Info Item Status active
Modified Date 2018-06-08T08:00:00-07:00
Info Modified By Id 1234567890
Info Modified By Login user@example.com
Info Modified By Type user
Info Owned By Id 1234567890
Info Owned By Login user@example.com
Info Owned By Type user
Info Parent Etag 0
Info Parent Id 1234567890
Info Parent Sequence Id 0
Info Parent Type folder
Info Path Collection Entries ID 0
Info Path Collection Entries Type folder
Info Sequence Id 1
Info Sha 1 r8t9452i594117a0h6901x7ogxib84hg76i0p6q9
Info Shared Link Access collaborators
Info Shared Link Download Url https://omage.box.com/shared/static/file.pdf
Info Shared Link Effective Access collaborators
Info Shared Link Effective Permission can_preview
Info Shared Link Url https://omage.box.com/s/file
Info Type file
Sequence ID
HubSpot - File Name & File
I am given the same list of options as above. I’m unsure how the Zap will identify exact deal from HubSpot as the options given are only from Box..
@mozan
The HubSpot Folder field expects the HubSpot Folder ID, not the Box File ID.
